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Direct Indexing Portfolio Analyst: Elevate Client Outcomes
Job in
Oakland, Alameda County, California, 94616, USA
Listed on 2026-07-13
Listing for:
CFA Institute
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
CFA Institute in Oakland, California, seeks a dynamic professional dedicated to portfolio management. The successful candidate will prepare proposals, collaborate with portfolio managers, and monitor investment portfolios to ensure client satisfaction and compliance with standards.
Applicants should have an undergraduate degree, relevant experience in financial services, and progress towards CFA certification. The role offers a salary range of $60,000 to $96,000.
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